Bitcoin Mining And Cloud Services Will Expand While Facing Risks

AN

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

29 Apr 25

Updated

04 May 26

Views

52

04 May

US$2.02

AnalystConsensusTarget's Fair Value

US$3.88

47.9% undervalued

1Y

-47.0%

7D

-7.3%

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1Y

-47.0%

7D

-7.3%

You can edit this narrative until May 5 2:05 PM. Then, changes will post as Updates.

Author's Valuation

US$3.8847.9% undervalued

AnalystConsensusTarget Fair Value

Shared on 04 May 26

Fair value Decreased 34%

FUFU: Higher Margin Outlook Will Support Future P/E Re Rating

Analysts cut their average BitFuFu price target by about $2, reflecting lower revenue expectations, higher projected profit margins and a reduced assumed future P/E multiple. Analyst Commentary Recent research shows a split view on BitFuFu, with some analysts trimming targets and others lifting them, resulting in a modest net cut to the average price target.

6 views

Shared on 21 Mar 26

Fair value Decreased 19%

FUFU: Future P/E Expansion Will Highlight Strength Of Recent Bitcoin Production

Analysts have trimmed their price target on BitFuFu from about $7.25 to roughly $5.88, citing updated assumptions for fair value, a higher discount rate, more modest revenue growth, slimmer profit margins, and a much higher future P/E multiple in their models. What's in the News BitFuFu reported unaudited production results for February 2026, with 227 BTC mined in total, including 190 BTC from cloud mining and 37 BTC from self mining (company announcement).

7 views

Valuator

Company Info

Notes

AnalystConsensusTarget Fair Value

US$3.88

47.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

$

Forecast revenue growth rate

13.83%

Historical revenue growth rate

34.38%

Software revenue growth rate

1.52%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.15%

Calculation

US$50.99m

Earnings '29

x

17.34x

PE Ratio '29

=

US$884.29m

Market Cap '29

US$884.29m

Market Cap '29

/

176.80m

No. shares '29

=

US$5.00

Share Price '29

US$5.00 Share Price '29

Discounted to 2026 @ 9.04% p.a.

=

US$3.86

Fair Value '26